How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SHAYNE & JACOBS,

13F Portfolio OverlapQ1 2026SHAYNE & JACOBS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SHAYNE & JACOBS, LLC is an institutional investor managing $337M across 101 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SHAYNE & JACOBS, are LEE DANNER & BASS, CAMBIAR INVESTORS, Longview Partners (Guernsey) LTD, with shared positions in $HCA, $SYY, $PM, $DIS, $AMAT, $AXP. The full ranking of 25 similar funds is below.

#1LEE DANNER & BASS INCActive

Notable overlap · 4 shared positions

$HCA $SYY $PM $DIS

$1.6B

246 positions

#2CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$AMAT $AXP $SYY $APTV $LH $BMY

$2.2B

145 positions

#3Longview Partners (Guernsey) LTDActive

Notable overlap · 4 shared positions

$AXP $SYY $CDW $UNH

$7.1B

25 positions

#4Rayburn West Financial Services LLCPassive

Notable overlap · 4 shared positions

$SYY $AXP $WFC $BAC

$170M

82 positions

#5Sanders Capital, LLCActive

Notable overlap · 4 shared positions

$HCA $AMAT $UNH $BAC

$83.9B

44 positions

#6DCM Advisors, LLCActive

Notable overlap · 7 shared positions

$AXP $DIS $WFC $PM $AIG $COP

$220M

38 positions

#7EAGLE ROCK INVESTMENT COMPANY, LLCActive

Some overlap · 6 shared positions

$AXP $CBRE $AMAT $DIS $HCA $CB

$688M

158 positions

#8CACTI ASSET MANAGEMENT LLCActive

Some overlap · 5 shared positions

$AXP $__PARK_1390777 $DIS $CB $BMY

$2.0B

76 positions

#9DELTA ASSET MANAGEMENT LLC/TNActive

Some overlap · 5 shared positions

$SYY $__PARK_1390777 $DIS $WFC $BMY

$1.1B

596 positions

#10Pavion Blue Capital, LLCPassive

Some overlap · 6 shared positions

$AXP $DIS $WFC $AIG $COP $BAC

$230M

108 positions

#11Wynn Capital, LLCPassive

Some overlap · 6 shared positions

$AXP $AMAT $__PARK_1390777 $WFC $DIS $BAC

$195M

107 positions

#12Cornerstone Investment Partners, LLCActive

Some overlap · 5 shared positions

$AXP $AMAT $CBRE $UNH $CB

$2.4B

291 positions

#13Unison Asset Management LLCActive

Some overlap · 5 shared positions

$AXP $WFC $CDW $UNH $BAC

$219M

32 positions

#14CFC Planning Co LLCPassive

Some overlap · 5 shared positions

$AXP $DIS $PM $UNH $COP

$140M

72 positions

#15Matthew Goff Investment Advisor, LLCPassive

Some overlap · 5 shared positions

$AXP $__PARK_1390777 $DIS $BAC $COP

$600M

107 positions

#16Glassy Mountain Advisors, Inc.Passive

Some overlap · 6 shared positions

$AMAT $HCA $DIS $TEL $UNH $BAC

$322M

77 positions

#17Applied Finance Capital Management, LLCPassive

Some overlap · 6 shared positions

$AMAT $DIS $APTV $CBRE $COP $BAC

$1.3B

218 positions

#18Chemistry Wealth Management LLCPassive

Some overlap · 7 shared positions

$AXP $UNIT $UPST $UNH $COP $WFC

$569M

204 positions

#19S&G FoundationSmart money

Some overlap · 4 shared positions

$AXP $__PARK_1390777 $WFC $AIG

$1.9B

20 positions

#20SPWM Advisors LLCPassive

Some overlap · 7 shared positions

$AMAT $WFC $DIS $PM $OMC $__PARK_1390777

$115M

93 positions

#21Intrinsic Value Partners, LLCActive

Some overlap · 4 shared positions

$__PARK_1390777 $AXP $AMAT $WFC

$130M

69 positions

#22Delta Accumulation, LLCActive

Some overlap · 4 shared positions

$HCA $__PARK_1390777 $BAC $BMY

$1.2B

87 positions

#23TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$AMAT $WFC $SYY $OMC $PM $COP

$132M

96 positions

#24Van Diest Capital, LLCPassive

Some overlap · 6 shared positions

$AMAT $WFC $DIS $OMC $PM $COP

$127M

190 positions

#25Hosking Partners LLPActive

Some overlap · 6 shared positions

$AXP $CBRE $WFC $AIG $COP $BAC

$2.8B

99 positions

Compare SHAYNE & JACOBS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SHAYNE & JACOBS,’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.